Fortress Financial Solutions’s iShares Future Exponential Technologies ETF XT Stock Holding History

Fortress Financial Solutions’s Portfolio XT Stock Details XT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2,985	Closed	-$215K	–	64
2025 Q3	$215K	Sell	2,985 -5,004	-63%	-$339K	0.23%	55
2025 Q2	$521K	Sell	7,989 -693	-8%	-$41.3K	0.65%	29
2025 Q1	$500K	Sell	8,682 -16,047	-65%	-$981K	0.72%	26
2024 Q4	$1.48M	Buy	+24,729	New	+$1.5M	2.1%	14

Other funds holding XT

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return

Fortress Financial Solutions's XT Position: Q4 2025 in Review

Fortress Financial Solutions sold out of iShares Future Exponential Technologies ETF (XT) in Q4 2025, closing a stake of 2,985 shares — an estimated $215K sold.

Fortress Financial Solutions first reported a position in XT in Q4 2024 and held it in 4 quarters. The position peaked at $1.48M in Q4 2024. 277 funds tracked by Wall St. Rank hold XT as of Q4 2025.

Fortress Financial Solutions reported no remaining iShares Future Exponential Technologies ETF position as of Q4 2025 after selling out during the quarter.
Fortress Financial Solutions sold 2,985 iShares Future Exponential Technologies ETF shares in Q4 2025, an estimated $215K.
Fortress Financial Solutions first reported a position in iShares Future Exponential Technologies ETF in Q4 2024 and held it in 4 quarters.
Fortress Financial Solutions's iShares Future Exponential Technologies ETF position peaked at $1.48M in Q4 2024.
277 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q4 2025.

Based on Fortress Financial Solutions's 13F filing for Q4 2025, filed 23 Jan 2026.